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Giving Credit to Private Debt
Private debt (or private credit) refers to loans that are privately negotiated between two parties as opposed to traditional syndicated loans or bonds issues.
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Private debt (or private credit) refers to loans that are privately negotiated between two parties as opposed to traditional syndicated loans or bonds issues.
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Expanding the (Alternative) Universe
Given the historically poor start to the year, it may be time for investors to expand their investment universe and learn more about alternative investments.
BlogAlternative Investments
Article
What are Protection-Focused[1] Structured Solutions?
A structured note is a debt obligation that combines a zero-coupon bond with an options package to create a single investment security.
BlogStructured Solutions
Article
Public Market Weakness & Venture Valuations
As public markets experience continued weakness and ongoing geopolitical tensions, advisors ask what this may mean for private and venture capital markets.
BlogAdvisor Insights
Article
Tradition Meets Innovation: The 60/40 Portfolio and Low Beta Hedge Funds
2022 has delivered investors increased volatility, rate hikes, and a growing lack of confidence in the forward-looking growth of the public market place.
Hedge FundsAdvisor Insights
Article
“Are We There Yet?” Where is the Bottom for Bonds?
Current bonds performance is beyond the general experience of many investors causing some to ask, “Are we there yet? Have bond prices reached the bottom?”
BlogAdvisor Insights
Article
What are Contingent Yield Notes?
A structured solution is a debt obligation that combines a zero-coupon bond with an options package to create a single investment security.
Structured Solutions
Article
QOZs, Tax Incentives and Potential Tailwinds
Following the Tax Cuts and Job Acts of 2017, more than 8,700 Qualified Opportunity Zones across the US were identified and designated.
Advisor InsightsBlog
Article
Bond & Equity Markets Appear to Have Divergent Views on the Impact of Infla…
Both equity and bond markets have divergent expectations for the ongoing impact on inflation, holding opposing views on the prospect of forward returns.
BlogAdvisor Insights
Article
Hedge Fund Quarterly Digest 1Q22
The first quarter of the new year saw broad declines across risk assets with stocks and bonds ending the period lower.
Hedge Funds
Article
The Potential Opportunity in Market Volatility
Entering an interest rate tightening cycle with high inflation and stock market valuations, reassess client portfolios and prepare them for the road ahead.
BlogAdvisor Insights
Video
S2E10. The Evolution of the Hedge Fund Industry Ft. Tracy Stuart of Corbin …
Podcast
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S2E9. The Art and Science of Financial Well-being Ft. Brian Portnoy of Shap…
Podcast
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S2E8. From the Slopes to Secondaries Ft. Scott Conners of Flowstone Partner…
Podcast
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S2E7. Apollo Global Management. Inflation, Interest Rates and a Divergent M…
Podcast
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S2E6. Envestnet. Reporting on Investment News Inspires Career Change Ft. Da…
Podcast
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S2E5. CAIS. From Napkin to Unicorn Ft. Matt Brown
Podcast
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S2E4. CAIA Association. CAIS, CAIA, and a shared vision for the future of a…
Podcast
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S2E3. Lux Capital. On Rebels and Scientists: A Venture Capitalist’s Perspec…
Podcast
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S2E2. Generation GameStop: Meme Stonks, NFTs & the Retail Investor ft. Ben …
Podcast
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S2E1. Yieldstreet. Alts for All Streets Ft. Milind Mehere
Podcast
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Alternative assets fall outside traditional equity and bonds. Alt investments almost tripled over the last decade and could grow to over $23.2 trillion by 2026.
Alternative InvestmentsHedge FundsPrivate Markets
Article
Hedge funds are private, actively managed, pooled investment vehicles. They reached $4.3 trillion in 2021 and could grow to over $5 trillion by 2026.
Alternative InvestmentsHedge Funds
Article
Private debt (or private credit) refers to loans that are privately negotiated between two parties as opposed to traditional syndicated loans or bonds issues.
Alternative InvestmentsPrivate Markets
Article
Private Equity is No Longer a Secret
Private equity is investing in a privately owned company rather than owning shares in a public company. It is the largest alternative asset class.
Alternative InvestmentsPrivate Markets
Article
Seeking to Invest in the Real Economy
Real assets are physical assets that include infrastructure and natural resources and can also include real estate.
Alternative InvestmentsPrivate Markets
Article
Real estate is tangible property consisting of land, buildings and related structures. Assets under management (AUM) grew to $1.3 trillion at the end of 2021.
Alternative InvestmentsPrivate Markets
Video
WealthManagement.com Fast Chat Interview with Marc Premselaar
Structured SolutionsPodcast
Video
CAIS in Common: A Celebration of Women's History Month
Video
CAIS Announces $225 Million Financing Round Led by Apollo and Motive Partne…
Video
Executive Investment Roundtable ft. Cameron Dawson (Fieldpoint), Shannon Sa…
Hedge FundsPrivate MarketsStructured SolutionsDigital Assets
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Guide to Alternatives, Q2 2021 – ft. JPM
Hedge FundsPrivate Markets
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Hedge FundsPrivate MarketsStructured Solutions
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Hedge FundsPrivate MarketsStructured SolutionsDigital Assets
Video
Hedge FundsPrivate MarketsStructured SolutionsDigital Assets
Video
Private Equity in a Post-Pandemic World – ft. Harbourvest | ICG
Alternative InvestmentsPrivate Markets
Video
Crypto's Consolidation: What the Future Holds for Crypto Assets - ft. Galax…
Digital Assets
Video
A Discussion With Reverence Capital Partners About Their Recent Investment …
Video
Focus Taps CAIS to Create Customized Alternative Investment Platform
Podcast
Article
Raising the Alts Game with Customized Access
Read how our collaboration with Focus brings the CAIS platform capabilities to even more advisors and their clients.
Video
Matt Brown & Jenny Johnson in Conversation
Video
Video
In Conversation: Cara Williams and Matt Brown
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Mercer's Involvement in the RIA Landscape
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Mercer & The Power of the Independent Advisor
Advisor Insights
Join the CAIS platform to access a menu of premier investment funds and products with independent due diligence provided by Mercer.